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Barnett Waddingham
0333 11 11 222

Flexible SIPP Literature

If there is anything you do not understand, or for further information, please call 0344 443 0100 or email us.

For financial advisers only


An updated Trust Deed and Rules for our Self-Invested Personal Pension Scheme (“the Scheme”), dated 22 October 2013, can be accessed by using the first download button below.

Following the introduction of the ‘Pension Freedoms’ and changes to the taxation of death benefits with effect from 6 April 2015, a Deed of Amendment for the Scheme was produced in 2016, which amended some of the Rules that first took effect from 2013.  This can be accessed via the second download button below.

Trust Deed and Rules
1.8 MB | PDF

For the Self-Invested Personal Pension Scheme

Deed of Amendment
274.7 KB | PDF

For the Self-Invested Personal Pension Scheme

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